Deepak G. AGARWAL
Global Investment Professional
Dubai,DU
Summary
Over twenty five years of experience in the field of portfolio management, investment appraisal, capital markets, financial Analysis, Economy & Industry forecasting, M&A, Valuation and Equity Research. An avid Peter Lynch and Warren Buffet fan with extensive knowledge of the Global Capital Markets. Strong stock picking and forecasting skills, company financial analysis, commodity and industry trends forecasting & tracking ability.
Overview
35
35
years of professional experience
Work History
CEO & Founder
Cranfield Partners - Multi Family Office
11.2020 - Current
- Managing global investment portfolios for HNI families in Middle East across asset classes.
Senior Adviser
Kuwait Investment Authority (KIA) - Sovereign Wealth Fund
01.2010 - 11.2020
- Advising the multi-billion dollar fund across asset classes globally
- Job involves strategic and tactical asset allocation, M&A, Deal sourcing, manager selection and monitoring.
Sr Fund Manager
Bank Muscat
03.2007 - 12.2009
- Managing investments for Family Offices, pension funds, HNI's and for bank's Proprietary portfolio of local, GCC and international investments across asset classes (private equity, hedge funds, real estate, direct equity, debt and public markets).
Strategist
State General Reserve Fund, Ministry of Finance, Govt of Oman
01.2002 - 03.2007
- Member of the asset allocation committee overseeing a multi-billion-dollar State Reserve Fund
- Job responsibility includes investment strategy, conducting fundamental research, assessing market opportunities, examining industry/economic trends, analysing financial statements, creating valuation models, asset allocation and fund evaluation for global asset allocation.
Senior Investment Analyst
Abu Dhabi Investment Company
- Worked in the team managing the Global Equity portfolio
- Job profile included stock picking, tracking the Global economic indicators / indices, portfolio evaluation, interacting with analysts and industry experts.
Asst Vice President, Portfolio Management
UTI Securities Exchange Ltd
01.2001
- Handling the Portfolio Management Services and the Derivatives segment for the HNI's and NRI clients
- Job entailed investment advisory and portfolio management for Indian equities.
Equity Research Head
Unoasia Investment Banque Ltd
01.1994 - 08.1997
- Headed the Equity Research Division of Unoasia Investment Banque Ltd., the investment-banking arm of a leading brokerage house in India
- The responsibility included recommendation of stocks to the company's clientele, designing and monitoring the portfolio of Indian stocks.
Equity Research Analyst
Prudential Capital Markets Limited
01.1992 - 12.1993
- Job profile included Industry and company in-depth study, management and company visits, commodities and indices tracking, balance sheet evaluation and selection of stocks for portfolio.
Audit Assistant
Price Waterhouse Coopers (PWC)
01.1990 - 12.1992
- Worked as an audit assistant with PWC, the internationally renowned accounting and management consultancy firm.
Education
MBA -
Cranfield School of Management UK
B.Com (Hons.), 1st Class - Eco & Management Accounting
St. Xavier's College, Calcutta, India
Fund Manager's Course 1994 - undefined
Unit Trust of India - Institute of Capital Markets, Mumbai
Personal Information
Date of Birth: 08/20/67
Others
Excellent knowledge of Microsoft Office (Excel, Word and Powerpoint). Worked on Reuters, Bloomberg and various company databases and technical software packages like Datastream, Factset, and Barra. Personal interests include theatre, golfing, country music, tracking financial markets and analysing Balance Sheets.
Timeline
CEO & Founder
Cranfield Partners - Multi Family Office
11.2020 - Current
Senior Adviser
Kuwait Investment Authority (KIA) - Sovereign Wealth Fund
01.2010 - 11.2020
Sr Fund Manager
Bank Muscat
03.2007 - 12.2009
Strategist
State General Reserve Fund, Ministry of Finance, Govt of Oman
01.2002 - 03.2007
Asst Vice President, Portfolio Management
UTI Securities Exchange Ltd
01.2001
Equity Research Head
Unoasia Investment Banque Ltd
01.1994 - 08.1997
Equity Research Analyst
Prudential Capital Markets Limited
01.1992 - 12.1993
Audit Assistant
Price Waterhouse Coopers (PWC)
01.1990 - 12.1992
Senior Investment Analyst
Abu Dhabi Investment Company
MBA -
Cranfield School of Management UK
B.Com (Hons.), 1st Class - Eco & Management Accounting
St. Xavier's College, Calcutta, India
Fund Manager's Course 1994 - undefined
Unit Trust of India - Institute of Capital Markets, Mumbai
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